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FDHY vs IFN

Comparison between FIDELITY ENHANCED HIGH YIELD ETF (FDHY, ETF) and India Fund Inc (IFN, ETF).

5-Year PerformanceFDHY has outperformed IFN, delivering a return of +3.9% compared to +0.4%

FDHY vs IFN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FDHY
$522M
IFN
$519M
Expense Ratio
FDHY
0.35%
IFN
N/A
Max Drawdown
Winner
FDHY
21.81%
IFN
84.81%
Sharpe Ratio
Winner
FDHY
1.19
IFN
-1.69
5Y Beta
Winner
FDHY
0.21
IFN
0.49
5Y Dividends CAGR
FDHY
2.39%
Winner
IFN
5.70%

FDHY vs IFN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FDHY
+0.59%
IFN
-1.34%
3M
Winner
FDHY
+2.91%
IFN
-6.08%
6M
Winner
FDHY
+3.06%
IFN
-14.31%
1Y
Winner
FDHY
+8.19%
IFN
-21.53%
5Y(CAGR)
Winner
FDHY
+3.91%
IFN
+0.39%
10Y(CAGR)
FDHY
N/A
IFN
+6.26%
Max(CAGR)
FDHY
+5.77%
Winner
IFN
+9.87%

FDHY vs IFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFDHYIFN
2026+2.53%-16.45%
2025+8.93%-1.32%
2024+8.05%-2.20%
2023+10.92%+32.46%
2022-11.21%-17.34%
2021+4.46%+22.42%
2020+10.41%+11.04%
2019+17.14%+11.21%
2018-2.14%-5.34%
2017N/A+39.00%
2016N/A+3.59%
2015N/A-6.72%
2014N/A+41.45%
2013N/A-2.50%
2012N/A+18.26%
2011N/A-43.26%
2010N/A+25.52%
2009N/A+59.56%
2008N/A-60.29%
2007N/A+60.19%
2006N/A+23.68%
2005N/A+45.06%
2004N/A+19.71%
2003N/A+136.57%
2002N/A+10.29%
2001N/A-21.06%
2000N/A-32.29%
1999N/A+40.99%

FDHY vs IFN Drawdown Comparison

The maximum drawdown for FDHY was -20.01%, occurring on Mar 23, 2020. Recovery took 77 trading sessions.

The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.

The current FDHY drawdown is -0.02%. The current IFN drawdown is -28.40%.

RankFDHYIFN
#1-20.01%
Feb 18, 2020 - Jun 8, 2020
-71.83%
Jan 14, 2008 - May 16, 2017
#2-16.39%
Dec 27, 2021 - Mar 21, 2024
-65.52%
Mar 6, 2000 - Dec 12, 2003
#3-5.26%
Mar 5, 2025 - May 13, 2025
-41.96%
May 10, 2006 - Oct 15, 2007
#4-5.22%
Oct 2, 2018 - Jan 30, 2019
-41.41%
Jan 17, 2020 - Dec 1, 2020
#5-3.08%
Jun 8, 2020 - Jul 20, 2020
-32.89%
Apr 5, 2004 - Dec 13, 2004
#6-2.53%
Nov 9, 2021 - Dec 23, 2021
-31.53%
Mar 8, 2024 - Mar 30, 2026
#7-2.48%
Sep 2, 2020 - Oct 8, 2020
-24.71%
Jan 13, 2022 - Sep 11, 2023
#8-2.22%
Feb 12, 2021 - Apr 30, 2021
-23.21%
Jan 23, 2018 - Jan 13, 2020
#9-2.12%
Feb 13, 2026 - Apr 8, 2026
-19.93%
Jan 3, 2005 - Jun 29, 2005
#10-2.10%
Oct 22, 2020 - Nov 9, 2020
-18.00%
Sep 20, 2005 - Dec 22, 2005
#11-1.94%
Mar 28, 2024 - May 3, 2024
-17.60%
Jan 14, 2004 - Apr 5, 2004
#12-1.85%
Dec 6, 2024 - Jan 27, 2025
-17.14%
Oct 31, 2007 - Dec 6, 2007
#13-1.52%
Sep 15, 2021 - Nov 9, 2021
-12.67%
Oct 15, 2007 - Oct 29, 2007
#14-1.37%
Sep 30, 2024 - Nov 25, 2024
-10.93%
Sep 25, 2023 - Nov 17, 2023
#15-1.37%
May 15, 2024 - Jun 5, 2024
-10.70%
Mar 3, 2006 - Apr 10, 2006

Correlation

Correlation between FDHY and IFN is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2001 - 2026)

FDHY vs IFN dividend yield comparison.

YearFDHYIFN
20262.67%7.65%
20256.56%16.09%
20246.58%14.60%
20236.26%8.97%
20225.34%21.47%
20216.09%15.21%
20205.78%9.77%
20194.94%11.57%
20182.55%22.25%
20170.00%12.11%
20160.00%7.97%
20150.00%8.02%
20140.00%7.22%
20130.00%4.76%
20120.00%11.34%
20110.00%6.09%
20100.00%11.02%
20080.00%38.91%
20070.00%15.44%
20060.00%11.15%
20050.00%11.23%
20040.00%5.13%
20030.00%0.52%
20020.00%0.80%
20010.00%0.74%

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